CWG
Cornerstone Wealth Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-75,732
| Closed | -$2.85M | – | 144 |
|
|
2019
Q4 | $2.85M | Buy |
75,732
+3,216
| +4% | +$121K | 0.77% | 41 |
|
|
2019
Q3 | $2.72M | Buy |
72,516
+375
| +0.5% | +$14.1K | 0.68% | 44 |
|
|
2019
Q2 | $2.66M | Buy |
72,141
+1,413
| +2% | +$52.1K | 0.72% | 35 |
|
|
2019
Q1 | $2.59M | Buy |
+70,728
| New | +$2.59M | 0.65% | 31 |
|